SunYta — Financial Planning Education & Intelligence
Financial Planning · Education · Intelligence

Where India's
Financial Planners
Are Made.

SunYta is an education, media, and technology platform built for India's next generation of financial planning professionals.

Explore Our Flagship Program Read the Magazine
174+
Professionals Trained
10+
CFPs Certified
0+
Years of Expertise
0
Magazine Editions
Flagship · Now Enrolling
6-Month Professional Certificate in Financial Planning & Wealth Advisory
India's most comprehensive professional certificate program for working finance professionals.
Duration
6 Months
Format
Thu Eve + Weekends
Cohort Size
40–50 Professionals
Credential
CFP® Pathway
Certifying Body
FPSB India
Next Batch
Enquire for dates
Apply Now
Seats limited
per cohort
What We Do
A complete ecosystem
for financial professionals
01 · Education
Professional Certification Programs
Rigorous, practitioner-led programs for CFP® certification and advanced financial planning. Designed for working professionals in India's banking and wealth management sector.
02 · Media
SunYta Financial Planning Magazine
A practitioner-focused magazine covering planning frameworks, alternative investments, and emerging wealth strategies. Published monthly for India's financial community.
03 · Intelligence
SunYta Intelligence Hub
An AI-powered learning environment built specifically for financial planning students — combining the depth of our curriculum with modern intelligence tools.
Flagship Program · Now Enrolling

6-Month Professional
Certificate in Financial
Planning & Wealth Advisory

India's most comprehensive professional certificate program for financial planning. Designed for working professionals — combining CFP® preparation, wealth advisory practice, and real-world financial plan construction.

Duration
6 Months
Format
Thursday Eve + Weekends
Cohort Size
40–50 Professionals
Next Batch
Enquire for dates
Enquire Now Download brochure
Program Journey
1
Foundations of Financial Planning
Personal finance, investment theory, regulatory framework, and the CFP® code of ethics.
2
Specialist Planning Domains
Tax planning, retirement planning, insurance, estate planning, and investment portfolio construction.
3
Wealth Advisory Practice
HNI client management, alternative investments, and advanced portfolio strategies for private wealth.
4
Integrated Case Studies & Certification
Build complete financial plans. Prepare for CFP® integrated assessment. Graduate with your certificate.
Also Available
Individual certification programs
CFP® Pathway
CFP® Fast Track
An accelerated route for finance professionals with qualifying experience. Skip specialist exams and focus on the integrated case-study assessment — the fastest path to your CFP® designation.
Enquire →
Short Program · Multilingual
21-Day Financial Planning Intensive
A focused three-week program covering the core financial planning process — available in multiple Indian languages. Ideal for professionals exploring financial planning before committing to full certification.
English हिन्दी தமிழ் తెలుగు ಕನ್ನಡ
Enquire →
Regulatory Certification
NISM Certification Courses
Prepare for SEBI-mandated NISM examinations with structured, practitioner-led coaching. Covers Series V-A, Series X-A/B, Series XII, and other key modules for capital markets and wealth management professionals.
Enquire →
SunYta Magazine
Thinking for
India's financial planners

A monthly publication covering planning frameworks, alternative investments, wealth strategies, and the ideas shaping India's financial planning profession. Written by practitioners, for practitioners.

Read the Magazine →
Alternate Investments Tax Planning Estate Planning Private Credit Portfolio Strategy Regulatory Updates
Issue 07 · May 2026
Coming Soon

SunYta
Intelligence Hub

We've built an AI-powered learning environment for our students — using NotebookLM to let financial planning concepts come alive the way practitioners actually think. A new way to learn the craft.

Note
book
LM
CFP
Prep
AI
Intelligence
Hub
Get Involved
Are you a finance
professional with
something to say?

SunYta is built by practitioners. We welcome contributions from financial planners, wealth managers, tax advisors, and domain experts who want to shape how the next generation learns.

Write for SunYta Magazine
Guest faculty for our programs
Research and case study contributions
Institutional partnerships and co-branding
For Finance Professionals
Become a
Wealth Coach

"We're building a new era of Wealth Coaches — skilled professionals who inspire others to understand money, plan better, and grow financially confident."

If you have expertise in financial planning, investment advisory, tax, or wealth management — SunYta gives you a platform to turn that knowledge into a program, without building a business from scratch.

Launch your own finance program
SunYta provides the platform, curriculum framework, and student acquisition — you bring the expertise.
Monetise your expertise
Earn from teaching without the heavy lifting of building a brand or managing logistics from scratch.
Reach professionals across India
Tap into SunYta's growing community of 5000+ trained finance professionals as your first audience.
Become a Wealth Coach →
How it works
From practitioner
to educator
Four simple steps to launch your coaching program under the SunYta platform.
01
Apply and share your area of expertise — financial planning, tax, investment advisory, or wealth management.
02
Work with the SunYta team to shape your program — curriculum, format, and delivery.
03
Launch under the SunYta brand with ready marketing, student onboarding, and platform support.
04
Teach, grow your reputation, and earn — while we handle the rest.
Apply to be a Wealth Coach